See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,029 | $179,726-81.1% | $156,263-78.2% | $142,382-76.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.97% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,478 | $5,069-70.8% | $4,333-65.9% | $4,299-65.6% |
| Participant deferral / active EE | $2,023 | $6,956-70.9% | $6,158-67.1% | $6,507-68.9% |
| Admin fee / account holder | $150 | $17,272-99.1% | $14,255-98.9% | $12,624-98.8% |